Practitioners are comfortable with and accustomed to drafting inter vivos grantor trusts and using gifts to such trusts to reduce a client's estate tax exposure. 1 But, now that high state income taxes and creditor worries preoccupy many clients, ... Insurance News Net, 1 week ago
Channel Islands dominate Top 25 Trust Companies listing - Businesslife.co, 3 days ago
Brown Brother Harriman to offer ETF trustee services in Hong Kong - ETF Strategy, 1 week ago
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Form 13F-NT - Quarterly report filed by institutional managers, Notice SEC Accession No. 0000038777-16-000523 Filing Date 2016-05-10 2016-05-10 14:02:43 Period of Report 2016-03-31 Filing Date Changed 2016-05-10 Effectiveness Date ...SEC Filings, 2 weeks ago 13F-NT/A - FIDUCIARY TRUST CO INTERNATIONAL (0000941407) (Filer) SEC, 1 month ago
Fiduciary Trust Company International, a leading wealth management firm and wholly-owned subsidiary of Franklin Resources, Inc., today announced that Gail E. Cohen was recently elected a Fellow to the American College of Trust and Estate Counsel ...Stockwatch, 3 weeks ago Trust & Estates - Counsel EnvironmentGuru.com, 1 day ago Franklin Resources : Fiduciary Trust's Gail Cohen Elected a Fellow to the American College of Trust and Estate Counsel 4 Traders, 3 weeks ago
More DOL Final Fiduciary Rule Fallout: Some Potential IRS Pitfalls for IRA Custodians and Trustees (Part 1 of 2)
We have all heard about the significant effect that the US Department of Labor's (DOL's) final fiduciary rule will have on the Individual Retirement Account (IRA) business and investment advice structure. What we have not heard so much about is some ...National Law Review, 2 weeks ago Prohibited Transactions in a Post-Fiduciary Rule World AdvisorOne, 3 days ago What Accountants Should Know about the New Fiduciary Rule Accounting Today, 1 week ago Washington Update PLANSPONSOR.com, 1 week ago
, the U.S. Department of Labor (Department) issued its highly anticipated final rule addressing when a person is considered to be a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code (Code) as a ...National Law Review, 1 month ago Full Text: Interior Department Issues Rule on Procedures to Amend Hawaiian Homes Commission Act Hawaii Free Press, 1 week ago Who's a Fiduciary Now? Understanding the Department of Labor's New Definition Lexology, 1 day ago Land Exchange Procedures and Procedures to Amend the Hawaiian Homes Commission Act, 1920 Federal Register, 2 weeks ago
ST. LOUIS & NEW YORK--( BUSINESS WIRE )--TIAA-CREF Trust Company, FSB, a provider of banking, lending and fiduciary products, today announced the appointment of three new, highly qualified members to its board of directors. The new ...Business Wire, 3 days ago TIAA : -CREF Trust Company, FSB Appoints New Members to Its Board of Directors 4 Traders, 3 days ago
By Steven Davidoff Solomon, May 23, 2016, International New York Times The Bill and Melinda Gates Foundation Trust own 5% of Sika, a Swiss specialty-chemicals maker Bill Gates’ Foundation Trust and his personal investment fund are locked in a ...Deccan Herald, 5 days ago How Bill Gates became embroiled in a Swiss shareholder battle Economic Times, 2 weeks ago
The Department of Labor's 2016 Final Fiduciary and Conflict of Interest Rule: The Best Interest Contract Exemption
Last month the U.S. Department of Labor published a suite of final regulations governing the fiduciary status of, and prescribing conflict of interest rules that apply to, persons who provide investment advice to ERISA-covered retirement plans and ...National Law Review, 2 days ago Depart of Labor's 2016 Final Fiduciary and Conflict of Interest Regulations: New Fiduciary Standard National Law Review, 2 weeks ago DOL finalises regulation defining 'fiduciary' with one-year delay in application Lexology, 2 weeks ago The Depart of Labor's 2016 Final Fiduciary and Conflict of Interest Regulations: The New Fiduciary Standard Lexology, 2 weeks ago
On April 6, 2016, the Department of Labor (DOL) issued its final conflict of interest regulations, which significantly expand who is considered a fiduciary when dealing with a retirement account. The new regulations, together with a number of ...Lexology, 3 weeks ago Structured Thoughts: News for the financial services community, Special Issue: Implications of the DOL Fiduciary Rule for Structured Products JD Supra, 3 weeks ago
Earlier this month, the Department of Labor finally released the long-awaited Definition of Fiduciary; Conflict of Interest Rule. This blog post is intended to do two things: Provide a brief history of the proposal, and Provide an overview of ...Lexology, 1 month ago
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